Stratos Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Stratos Wealth Advisors’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Buy	12,596 +154	+1%	+$3.11K	0.01%	542
2025 Q4	$256K	Buy	12,442 +147	+1%	+$2.98K	0.01%	566
2025 Q3	$258K	Buy	12,295 +139	+1%	+$2.93K	0.01%	587
2025 Q2	$254K	Buy	12,156 +146	+1%	+$2.81K	0.01%	580
2025 Q1	$225K	Buy	12,010 +141	+1%	+$2.85K	0.01%	605
2024 Q4	$247K	Buy	11,869 +132	+1%	+$2.74K	0.01%	623
2024 Q3	$237K	Buy	11,737 +140	+1%	+$2.7K	0.01%	668
2024 Q2	$225K	Buy	11,597 +143	+1%	+$2.64K	0.01%	635
2024 Q1	$209K	Buy	11,454 +120	+1%	+$2.1K	0.01%	622
2023 Q4	$188K	Buy	11,334 +134	+1%	+$2.1K	0.01%	647
2023 Q3	$178K	Buy	+11,200	New	+$184K	0.01%	633

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stratos Wealth Advisors's EOI Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 1.2% in Q1 2026, buying an estimated $3.11K and bringing the position to 12,596 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #542.

Stratos Wealth Advisors first reported a position in EOI in Q3 2023 and has held it in 11 quarters since. The position peaked at $258K in Q3 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Stratos Wealth Advisors held 12,596 shares of Eaton Vance Enhanced Equity Income Fund worth $237K as of Q1 2026.
Stratos Wealth Advisors bought 154 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $3.11K.
Eaton Vance Enhanced Equity Income Fund made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #542 holding.
Stratos Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2023 and has held it in 11 quarters since.
Stratos Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $258K in Q3 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.